Agency Sales Coordinator

About the Role

The Agency Sales Coordinator is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. This role also involves identifying and appointing new independent agents, supporting them in sales calls, presentations, and business setup.

Key Responsibilities

• Individual and Group Sales:
• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by the Agency to remain affiliated.
• Conduct Sales Presentations:
• Present Company products.
• Efficiently present Company sales materials.
• Effectively demonstrate the Company's Sales Process.
• Service customer service calls or refer to the appropriate channel.
• Agent Field Training:
• Field train and accompany all assigned Independent Agents as needed and requested.
• Support new agents in developing a solid understanding and foundation of the sales process.
• Support agents in assignment planning/appointment setting, as needed.
• Mentor and coach established agents by conducting field training or accompanying them during sales visits, as needed.
• Promptly report any operation issues in setting up a new piece of business.

Requirements & Tech Stack

• Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: Ability to meet or exceed assigned Sales goals consistently.
• Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
• Goal Setting: Demonstrate personal initiative and goal-oriented.
• Obtaining a Life, Accident and Health license is required prior to being appointed.